
Tax Senior Manager - Real Estate
Elliott Davis, New York, NY, United States
Who We AreElliott Davis pairs forward‑thinking tax, assurance and consulting services with industry‑leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
Job Summary
We are looking for a Tax Senior Manager to join our Real Estate Practice. This candidate will consult on complex tax matters and oversee the tax compliance process for primarily real‑estate related businesses, ensuring compliance with state and federal tax regulations. Tasks will include business development, leading a team, advising, researching and identifying tax issues, recommending solutions to customer issues and engagement management. The Tax Senior Manager will delegate and manage tax assignments and perform routine administrative duties, as needed. The Tax Senior Manager is responsible for training, supporting, supervising, motivating, and reviewing the work of the tax team. We see this role as a future leader in our firm and are looking for someone motivated to take the next step in their career.
Responsibilities
Develop and sustain excellent customer relationships with some of the top real estate companies in our markets
Collaborate cross‑functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects
Be anticipatory, analyze and observe industry trends to advise customers through times of disruption and uncertainty
Continuously build and improve specialty area knowledge for professional development
Perform technical review of tax returns and conduct tax research needed to produce an accurate and efficient work product
Review operating agreements, letters of intent, purchase agreements, as well as other tax transaction related documents
Review and develop workpapers supporting partnership allocations, basis adjustments, and other complex tax matters
Manage and monitor economic performance of customer engagements, including billing and collections
Actively communicate progress of engagements, manage workflow and ensure proper planning and coordination with the team needed to meet customer expectations
Provide effective performance feedback and on‑the‑job training, celebrating and awarding excellence in performance
Attract and retain top talent by taking an active role in engaging your team throughout their career
Develop and grow a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
Represent Elliott Davis in the business community and be active within professional organizations
Be an active member of the local community by giving back and through services to others
Requirements
Bachelor’s degree in Accounting, Finance or Law; Master’s in Tax/LLM, preferred
7+ years of recent public accounting firm experience, including managing multiple real estate tax projects and customer engagements
Experience developing team members, assigning projects, and managing workflow
Significant experience working within the real estate industry on all types of entity and individual taxes, especially Partnerships
Experience analyzing flow‑through entity distribution and profit/loss language in Operating Agreements
CPA certification, required
Leadership and project/team management skills
Excellent communication and networking acumen
Ability to manage and grow strong customer relationships
Experience with tax software and technology
Benefits
Generous time away and paid firm holidays, including the week between Christmas and New Year’s
Flexible work schedules
16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
First‑class health and wellness benefits, including wellness coaching and mental health counseling
One‑on‑one professional coaching
Leadership and career development programs
Access to Beyond: a one‑of‑a‑kind program with experiences that help you expand your life, personally and professionally
Referrals increase your chances of interviewing at Elliott Davis by 2x
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Responsibilities
Develop and sustain excellent customer relationships with some of the top real estate companies in our markets
Collaborate cross‑functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects
Be anticipatory, analyze and observe industry trends to advise customers through times of disruption and uncertainty
Continuously build and improve specialty area knowledge for professional development
Perform technical review of tax returns and conduct tax research needed to produce an accurate and efficient work product
Review operating agreements, letters of intent, purchase agreements, as well as other tax transaction related documents
Review and develop workpapers supporting partnership allocations, basis adjustments, and other complex tax matters
Manage and monitor economic performance of customer engagements, including billing and collections
Actively communicate progress of engagements, manage workflow and ensure proper planning and coordination with the team needed to meet customer expectations
Provide effective performance feedback and on‑the‑job training, celebrating and awarding excellence in performance
Attract and retain top talent by taking an active role in engaging your team throughout their career
Develop and grow a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
Represent Elliott Davis in the business community and be active within professional organizations
Be an active member of the local community by giving back and through services to others
Requirements
Bachelor’s degree in Accounting, Finance or Law; Master’s in Tax/LLM, preferred
7+ years of recent public accounting firm experience, including managing multiple real estate tax projects and customer engagements
Experience developing team members, assigning projects, and managing workflow
Significant experience working within the real estate industry on all types of entity and individual taxes, especially Partnerships
Experience analyzing flow‑through entity distribution and profit/loss language in Operating Agreements
CPA certification, required
Leadership and project/team management skills
Excellent communication and networking acumen
Ability to manage and grow strong customer relationships
Experience with tax software and technology
Benefits
Generous time away and paid firm holidays, including the week between Christmas and New Year’s
Flexible work schedules
16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
First‑class health and wellness benefits, including wellness coaching and mental health counseling
One‑on‑one professional coaching
Leadership and career development programs
Access to Beyond: a one‑of‑a‑kind program with experiences that help you expand your life, personally and professionally
Referrals increase your chances of interviewing at Elliott Davis by 2x
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr